Organizing files within sharepoint through Power Automate

(1) Share

Report

Posted on by SS-04112031-0

Hi all,

Currently, I have another automation setup that pulls files from my email to a general, unfiled sharepoint folder (unfiled bulk) - this is complete.

What I'd like some help with is moving those files in bulk from the first folder (unfiled bulk) to another folder (automated) where ideally, the Automate flow would move files from this folder (automated) to their designated sharepoint folder (filed) based on certain keywords (text) inside of the file. This would only need to read PDFs and word docs.

My first question: how do I set up my flow to send files from one folder to another within sharepoint?

My second question (directly linked to the first), pertains to how to read the content inside of the file so I can tell automate which folder to send the files to. Based on my research, this can be achieved a few ways, but most are behind the premium membership. I was wondering if there was a workaround to reading the content inside the file without needing premium access or having to setup an API? The idea I came up with involves using OCR to JSON, but I don't have much experience using this.

For reference, I've attached screenshots of my current flow. I compiled these from some templates that sounded similar to what I was trying to create.

Thanks in advance for your response!

Categories:

General topics

I have the same question (0)

All responses (2)

Answers (0)

Sort by

Suggested answer

trice602 16,228 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Hi there!

It looks like you answered your own question about moving files, one way is to use the standard action, Move File, you already have it in your flow.

On the latter question, I don't have a non-premium solution to provide. I frequently use Power Automate Desktop and read PDF and then check for keywords. So if you want to do this locally on your machine (as in non-cloud flow, manually starting, this is non-premium and works like magic). But I typically do this from a cloud flow, unattended, on a VM and requires a premium license.

From here, it's a quick condition to check for given keywords, move file, if true, etc, etc.

------------------------------------------------

⭐ If this was helpful, please like and check the box below "Does this answer your question" to help others find this too!

Always glad to help! 💯💯💯💯💯

Tom

Follow me on LinkedIn - Thomas Rice, PMP | LinkedIn

Was this reply helpful? Yes No
SS-04112031-0 4 on at

Like (0)

Report
Copy link

Link copied!

Hi @trice602,

Thank you for your response! I couldn't really find a workaround, so I ended up upgrading to the premium license so I could take advantage of the extract functionality and hopefully utilize more.

Here's my new workflow:

The issue I'm running into now is that my trigger isn't triggering when I add a new file to the folder. I've set the correct site address and set the folder location to a certain subfolder. I've tried testing the flow by adding new files into the trigger folder, but the flow doesn't return anything. It continues to load as if it's still waiting for a file to be added.

Do you know what might be causing this to happen?

Was this reply helpful? Yes No